John Sturgis is a Certified Financial Planner (CFP®) with 36 years of industry experience. He has worked at HUB Investment Partners, LLC since 2021 and previously held roles at TD Ameritrade and Charles Schwab. HUB Investment Partners provides investment management and retirement planning services to a wide range of clients, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and uses technical and cyclical analysis to align investments with client objectives.

Richard Alexander is a financial advisor at Stephens with 33 years of industry experience. He has held his current role at Stephens since 2001 and holds Series 63 and Series 65 designations. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers a variety of portfolio management and financial planning services, utilizing tailored portfolio programs and committee-based oversight to meet client needs.

Dominic Conti is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and based in Austin, TX. He has been in the industry since 2017, with prior experience at World Financial Group, Inc., Fortis Digital Capital, Razorhorse Capital, and his own firm, Conti & Conti LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a range of clients, including individuals, retirement plans, trusts, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model and a variety of analytical tools to support client objectives and risk management.

Zachary Zager is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Foundations Investment Advisors, Lakeview Retirement Planning, and AE Wealth Management, among others. Outside of his advisory roles, he is a partial owner of Southern Draw, a cigar sales business. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a turnkey asset management platform. The firm employs a strategic asset allocation approach with portfolio management options ranging from proprietary and third-party models to customized discretionary portfolios.

Carol Sheffield is a financial advisor at Per Stirling Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Per Stirling in various capacities since 2011. Outside of her advisory role, Sheffield is co-owner of Sheffield Bookkeeping, LLC and serves as Vice President and Secretary of Garner Heating and Air Conditioning, Inc. Per Stirling Capital Management is an SEC-registered firm managing approximately $1.39 billion for nearly 1,000 clients, including individuals, high-net-worth households, trusts, estates, and select institutions. The firm offers discretionary investment management and specialized financial planning services, employing a multi-advisor team approach that integrates fundamental, technical, cyclical, and statistical analysis to construct portfolios tailored to diverse objectives.

John Brem Jr. is a financial advisor with Per Stirling Capital Management, LLC in Austin, TX, holding a Series 63 designation and 34 years of industry experience. He has worked at both Per Stirling Capital and B.B. Graham & Co., Inc. since 2016. Brem also serves as a registered representative at B.B. Graham & Co., a broker-dealer. Per Stirling Capital Management provides discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select business entities. The firm manages approximately $1.566 billion across about 1,074 clients, employing fundamental, technical, and statistical investment analysis, including proprietary model portfolios managed by firm directors.

Tori Glass is a financial advisor at Victory Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at QuadCap Wealth Management, MML Investors Services, LLC, and MassMutual Life Insurance Co. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach based on Modern Portfolio Theory and fundamental, cyclical, and behavioral analysis to create tailored model portfolios.

Ryan Klemm is a CFP® professional with seven years of experience in the financial advisory industry. He currently works at Summit Financial, LLC and has previously been employed at Range Finance, Inc., Compound Advisers, INC, and Yeske Buie Inc. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches to meet client preferences.

Lisa Mc Millan is a financial advisor at HUB Investment Partners, LLC with a Series 66 designation and one year of industry experience. Her prior work includes roles at Equitable Advisors, Intuit, and Baker Ripley. Outside of her advisory role, she is involved in tax preparation volunteering and operates Chelsea's Catering and Bar Service as a bartender. HUB Investment Partners serves a diverse client base including institutional plans, public school districts, foundations, trusts, businesses, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies and offers various portfolio management and consulting services tailored to both retail and institutional clients.

Eli Gary is a financial advisor at HUB Investment Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining HUB Investment Partners, he worked at Wells Fargo Bank N.A. and Lowe's Companies Inc. over a combined five-year period. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, institutions, and municipal entities. The firm combines internally managed model portfolios with customized allocations and uses technical and cyclical analysis to align investments with client objectives.

Tf Jenkins is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Kestra Private Wealth Services and Kestra Investment Services since 2019 and was previously with Merrill and Bank of America. Outside of his advisor role, Jenkins owns and manages an Airbnb property in Ponte Vedra Beach, Florida. Kestra Private Wealth Services serves a diverse client base, including individual, retirement plan, and institutional clients, offering advisor-managed portfolios, financial planning, and a range of investment products across discretionary and non-discretionary platforms.

John Hannan II is a financial advisor at BlueSpring Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Financial Inc., Ritter Daniher Financial Advisory LLC, Fidelity Brokerage Services LLC, and Western & Southern Financial Group. Vector serves individuals, business owners, trusts, estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a customized investment policy developed through its proprietary Sojourn™ application and offers specialized strategies including custom option overlays and hedging for concentrated positions.

Benedict Lee is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Victory Financial Group and PKS Investments since 2024 and previously spent a decade at Equitable Advisors. Outside of his advisory roles, he serves as CEO of 5TEN Stewards, a holding company primarily focused on running a financial services practice. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and businesses. The firm employs diversified, asset-allocation model portfolios guided by fundamental and behavioral analysis within a Modern Portfolio Theory framework.

Erin Lambert is a CFP® and Series 65-licensed advisor with seven years of industry experience. She is currently with HUB Investment Partners, LLC and has previously worked at Millennium Advisory Services, Inc., Commonwealth Financial Network, Integris Wealth Partners, and Bunting Capital Management. Before her advisory career, she was affiliated with Virginia Tech for four years. HUB Investment Partners serves a diverse client base including institutional plans, foundations, trusts, businesses, banks, and individual investors. The firm employs a combination of active and passive investment strategies across multiple asset types and offers specialized services for banking and municipal clients.

Lincoln Rock is an investment advisor representative at 49 Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities, Inc. and Thrivent Advisor Network, LLC. Outside of his advisory roles, he contributes to 25 Giving, assisting nonprofits with charitable planning initiatives. 49 Financial serves a diverse client base, offering financial planning, investment management, and tiered fractional family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and oversees model-based strategies through third-party platforms combined with internal oversight.

Patrick Mckiernan is a financial advisor with HUB Investment Partners, LLC in Austin, TX, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at Global Retirement Partners, LPL Financial, City National Bank, and RBC Capital Markets. He is also involved with HUB International in non-investment roles. HUB Investment Partners serves a diverse range of institutional and individual clients, offering portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies across various asset classes and emphasizes quantitative and qualitative manager screening.

David Osborne is a financial advisor with Sunbelt Securities, Inc. in Austin, TX, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He previously worked for Hilltop Securities Independent Network for 20 years and has been with Sunbelt Securities since 2019, excluding a two-year break. Sunbelt Securities, Inc. serves individual and institutional clients through a network of investment adviser representatives, offering services that include wrap-fee programs, financial planning, and referrals to third-party money managers. The firm allows its advisers to employ a variety of investment strategies and combines broker-dealer and registered investment adviser services.

Jose Latorre is a financial advisor at Mission Wealth Management, LP in Austin, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at CFA Institute and Ceera Investments LLC. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17.0 billion with 135 advisors, serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and institutional retirement plan services using a tiered service model tailored to client complexity and asset size, and emphasizes long-term investment strategies incorporating a variety of securities and alternative investments.

James Conole is a CFP® with 13 years of experience in the financial services industry. He has worked at Root Financial Partners since 2017 and previously held roles at Purshe Kaplan Sterling Investments and Seaside Wealth Management. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies and provides educational programs and online academies for financial education.

William Brown is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at UBS Financial Services for seven years and has a background that includes involvement with the Spoleto Festival USA and Westminster Choir College of Rider University. Outside of his advisory role, Brown is an active musician and serves on several nonprofit boards, including the Community Foundation of Northwest Mississippi and the Kudzu Playhouse, as well as holding a leadership position with the Hernando Rotary Club. Kestra Private Wealth Services, LLC provides a range of financial advisory and investment services to individual clients, retirement plans, and institutional entities, offering both discretionary and non-discretionary investment approaches across multiple platforms and a variety of investment products.